Welcome to Your Resource Library

No university is complete without a campus library for study sessions and reference books. Here, you’ll find supplemental materials and downloadable PDFs to keep your knowledge sharp, as well as whitepapers and presentations to aid in building your book of business with self-funded clients.

Captive Performance Statement
Fully-Insured Submission Checklist
Plan Sponsor Disclosure
Sample 2020 Report
Sample Association Proposal
Sample Proposal: Fully-Insured
Sample Proposal: Level-Funded
Sample Proposal: Self-Funding
Self-Funded Submission Checklist